Anic Equity¶
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Total return since start: 0.563 %¶
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Equity now: -----------------------------> 47733.58 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46338.68 Kr¶
PnL: ---------------------------------------> -549.89 Kr¶
DD now: ---------------------------------> -1.843 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 11:51:47.115004'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -3.290000 | 2775.500000 | 139.500000 | 5.290000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.170000 | 3099.200000 | 128.200000 | 4.320000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.010000 | 429.600000 | 74.600000 | 21.010000 | 355.000000 |
| Corem Property Group B | 59 | -2.760000 | 644.280000 | 67.280000 | 11.660000 | 576.999999 |
| Boozt | 12 | 0.280000 | 1711.200000 | 57.200000 | 3.460000 | 1653.999996 |
| SAAB B | 8 | 0.990000 | 3428.000000 | 51.000000 | 1.510000 | 3377.000000 |
| HMS Networks | 2 | -0.390000 | 716.800000 | 43.800000 | 6.510000 | 673.000000 |
| OEM International B | 7 | 0.250000 | 557.200000 | 29.200000 | 5.530000 | 527.999997 |
| Intrum | 4 | 0.370000 | 548.200000 | 21.200000 | 4.020000 | 527.000000 |
| MedCap | 2 | -0.680000 | 437.000000 | 16.000000 | 3.800000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Coor Service Management Hold. | 8 | -0.150000 | 546.000000 | 14.000000 | 2.630000 | 532.000000 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.110000 | 256.800000 | 10.800000 | 4.390000 | 246.000000 |
| Norva24 Group | 16 | 1.530000 | 550.400000 | 7.400000 | 1.360000 | 543.000000 |
| AcadeMedia | 12 | 0.560000 | 563.760000 | 6.760000 | 1.210000 | 557.000004 |
| Resurs Holding | 22 | 0.040000 | 578.820000 | 4.820000 | 0.840000 | 573.999998 |
| Swedbank A | 3 | 1.150000 | 565.500000 | 1.500000 | 0.270000 | 564.000000 |
| Karnov Group | 9 | -1.970000 | 537.300000 | 1.300000 | 0.240000 | 536.000004 |
| Creaspac SPAC | 6 | -0.310000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Essity B | 2 | -1.140000 | 573.400000 | -0.600000 | -0.100000 | 574.000000 |
| Handelsbanken A | 5 | 0.090000 | 544.500000 | -1.500000 | -0.270000 | 546.000000 |
| Securitas B | 6 | -0.340000 | 567.480000 | -2.520000 | -0.440000 | 570.000000 |
| Essity A | 4 | -1.890000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Midsona B | 63 | -1.080000 | 577.080000 | -5.920000 | -1.020000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.070000 | 3446.940000 | -7.060000 | -0.200000 | 3453.999992 |
| CTEK | 13 | 0.700000 | 526.500000 | -7.500000 | -1.400000 | 533.999999 |
| FM Mattsson Mora Group B | 50 | -2.530000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| International Petroleum Corp. | 5 | 2.120000 | 554.500000 | -40.070000 | -6.740000 | 594.565215 |
| Vivesto | 1368 | 1.570000 | 567.720000 | -45.280000 | -7.390000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| OX2 | 18 | 1.780000 | 1540.800000 | -123.200000 | -7.400000 | 1663.999992 |
| Axfood | 13 | -0.360000 | 3575.000000 | -181.000000 | -4.820000 | 3756.000001 |
| Ovzon | 52 | 4.070000 | 3057.600000 | -304.400000 | -9.050000 | 3361.999992 |
| Fasadgruppen Group | 35 | -1.820000 | 3395.000000 | -416.000000 | -10.920000 | 3810.999990 |
| TOTAL | 46338.680000 | -549.890000 | -1.84313% | 46888.564618 |
Updated:¶
'2023-01-18 11:51:59.752263'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
